A complete list of active advisors currently associated with Cenacle Partners

Warmer can help you find a great advisor at Cenacle Partners or one who fits your needs even better.

Cenacle Partners, LLC provides investment advisory and fee-based financial planning to individuals (including high-net-worth clients), families, charitable institutions, foundations, endowments, and trusts. The firm offers discretionary portfolio management with basic and tactical asset allocation, manager selection, and account-level advisory services billed as a percentage of assets under management. The firm’s investment process uses charting, fundamental and technical analysis and deploys long-term, short-term, trading, and options strategies; research sources expressly include financial periodicals, company filings, rating services, and third-party research from custodians such as Charles Schwab and Fidelity. Cenacle typically manages accounts on a discretionary basis through qualified custodians, provides quarterly written account reports, encourages annual financial plan reviews, and conducts additional reviews when market or client events warrant. Distinctive aspects disclosed in the brochure include reliance on financial periodicals as a formal research tool and an outside-business relationship in which the firm’s principal serves in a senior role at a registered broker-dealer (Third Seven Capital), a relationship the firm identifies as a potential conflict when introducing alternative investments and says it monitors and discloses. The firm also does not accept commissions or sell commissioned products, disclaims proxy-voting authority (clients vote proxies), and relies on custodian statements for fee deduction transparency.

To learn more about the advisors currently working at Cenacle Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.